
The Shadow Portfolio: How Tax Anchors and Mental Accounting Lock You into Inaction
Your legacy investments need the same care your core portfolio does. Read on to know how NDPMS can close the gap and why it might be the bridge your shadow portfolio needs.
Akanksha MaulikGeneralNDPMS
The Single-Pane-of-Glass Audit: Solving Tax Reporting, Corporate Actions, and Real-Time Capital Gains
Without a unified, look-through analytical framework, the investor is blind to what their investments are actually doing. Read on to know how consolidating your fragmented wealth into an institutional architecture can help reduce sprawl.
Akanksha MaulikGeneralNDPMS
Launching Capitalmind Non-Discretionary PMS
For HNIs with complex portfolios, the choice has traditionally been binary: liquidate legacy investments and hand everything to a discretionary wealth manager, or manage it all yourself. But neither option ideal. That’s the gap Capitalmind’s newly launched Non-Discretionary Portfolio Management Service (NDPMS) is designed to address.
Akanksha MaulikGeneralNDPMS
Execution as an Asset Class: Why Institutional Order Routing and Timed Rebalancing Matter
Execution is not merely a back-office function. When managing significant wealth, execution is an asset class in itself. Read on to know how NDPMS solves for behavioral bottlenecks in wealth creation.
Akanksha MaulikGeneralNDPMS
Videos & Podcasts
Our Playlists
Analysis & Commentary
From The Decision Maker's Desk


Five Portfolio Mistakes We See Every Client Make Once
After reviewing thousands of portfolios, the same five structural mistakes keep showing up — and they're all fixable before they cost real money.

The Saga of the Jane Street Trading Scandal
In April 2024, a hedge fund called Jane Street sued a competitor called Millennium Partners, and what it revealed has prompted a year long SEBI investigation into its option trades in India. SEBI has a massive 4,800 crore fine on Jane Street's companies for what they say is index manipulation. Read on.
Deepak ShenoyOpinionDerivativesRead
Should A Weak Monsoon Forecast Worry Investors?
Indian equities track the monsoon less than the priors suggest. The link is more fragile than 26 years of data make it look, and what little there is shows up after the season, not during it. Read on to know how markets have read and reacted to monsoon forecasts.
Anoop VijaykumarCharts And AnalysisNRI DeskRead
Apex India: Large-Cap Investing for NRIs Without the Mutual Fund Tax Hassle
The Apex India is our large-cap, stock-based strategy for NRIs and OCIs, designed to capture the essence of the Nifty 50 without holding all 50 stocks of the index. This naturally raises the question: Why not just buy an index fund? Read on for the answer.
Krishna AppalaGeneralApex IndiaRead
Investment Approaches
Investment Approaches at Capitalmind
- Economic Times: What's next for HUL and PFC stock?CM Team10 Sept 2024BlogBlog
- The Keynesian Beauty Contest: Why expert forecasts often miss the markAnoop Vijaykumar9 Sept 2024
Commentary - Nifty 100 vs Nifty Midcap 150: Which index should you pick for the long term?CM Team6 Sept 2024BlogBlog
- Decoding Long-Term Nifty Returns: The Power of Time HorizonsAnoop Vijaykumar5 Sept 2024
Charts And Analysis - NDTV Profit: Capitalmind's Mutual Fund Foray To Have Quant At CoreCM Team29 Aug 2024BlogBlog
- It's been 10 years at Capitalmind!Deepak Shenoy26 Aug 2024
Deepaks Memos - Livemint Interview: 10 years at Capitalmind, Long Term Focus on IndiaCM Team21 Aug 2024BlogBlog
- Livemint: Deepak's comments on Mazgaon DockCM Team20 Aug 2024BlogBlog
- Why SIPs Still Beat Timing the MarketDeepak Shenoy19 Aug 2024Investment InformationInvestment Information
- Media Coverage: The Hindenburg Adani CaseCM Team11 Aug 2024BlogBlog
- Media Coverage: Small-cap index likely to witness correction if earnings don’t catch upCM Team6 Aug 2024BlogBlog
- Impact of Capital Gains Tax Changes on PMS, AIF, Mutual Funds and smallcases: A comprehensive analysisCM Team3 Aug 2024BlogBlog








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